Financial Planner/Adviser (experienced)

Service Service Employment Agency Limited; Norwich; On-site; GBP 60,000 - 75,000

Job description

This is an excellent opportunity to join a trusted and established firm located just East of the city of Norwich. My client is looking for an experienced and competent Financial Planner (five years). You will be taking on an established book of around 200 clients. This is a full-time, employed role, salary will be dependent on experience but will be in the region of 60-75K PA plus bonus and benefits.

Duties will include:

• Contacting clients and setting up meetings, either within an office environment or in clients’ homes or business premises.
• Conducting reviews of clients’ financial circumstances, current provision and future aims.
• Helping clients to understand the nature of their relationship to their finances and help them make decisions in their best interest.
• To help clients establish their goals and objectives.
• Analysing information, and preparing plans best suited to individual clients’ requirements.
• Researching the marketplace and providing clients with information on new and existing products and services.
• Keeping up to date with financial products and legislation.

Required Skills:

• You must be a minimum of Level 4 qualified.
• Minimum of 5 years’ experience at advice level.
• A strong attention to detail and a good level of IT skills.
• Confidence in your ability to build strong long-lasting relationships.

Hours and Benefits:

This role is full-time, and the office hours are 9-5 Monday to Friday.

• Pension
• Private Medical Insurance
• 4 x death in service policy
• Mileage allowance
• Bonus payments based on income generated
• Free parking
• 28 days holiday, this includes closure between Christmas and New Year
• In-house admin and paraplanning support